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Disclosery

Summit Financial, LLC: EMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on EMB, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 25,011 EMB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,011 shares
    Change vs previous 13F -3,043 shares

    0.03% of the 13F portfolio, value $2,412,106.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,054 shares
    Change vs previous 13F -26,426 shares

    0.03% of the 13F portfolio, value $2,635,078.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,480 shares
    Change vs previous 13F +6,233 shares

    0.08% of the 13F portfolio, value $5,245,319.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,247 shares
    Change vs previous 13F +1,229 shares

    0.07% of the 13F portfolio, value $4,592,671.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,018 shares
    Change vs previous 13F +14,909 shares

    0.1% of the 13F portfolio, value $4,354,806.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,109 shares
    Change vs previous 13F +18,896 shares

    0.08% of the 13F portfolio, value $2,908,763.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,213 shares
    Change vs previous 13F -2,733 shares

    0.04% of the 13F portfolio, value $1,179,848.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,946 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,492,227.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).